APHMX Mutual Fund

APHMX Mutual Fund

NAV$45.28
See how much of APHMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-8.77%
3 Months
-0.35%
6 Months
+0.76%
YTD
+0.38%
1 Year
+7.16%
3 Years (annualized)
+10.32%
5 Years (annualized)
+0.29%
10 Years (annualized)
+10.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would APHMX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+0.38%
Peer Avg (YTD)
+9.54%
vs Peers
-9.16%

APHMX Mutual Fund Performance

APHMX performance across multiple time periods: 1-month -8.77%, YTD 0.38%, 1-year 7.16%, 3-year 10.32%, 5-year 0.29%, 10-year 10.87%.

APHMX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

APHMX vs another fund shows side-by-side returns. APHMX alternatives are available in the Mutual Fund Screener.